SNDK and the New Memory Supercycle

Micron's earnings last week just confirmed it. We are in a memory supercycle, and the AI build out play is still SUPERRR SNDK just got major price target upgrades from all the analysts. MAJOR upgrades. SNDK is sitting at about $320B market cap. It was a quarter ahead of Micron on announcing 5 year supply contracts. The memory boys are playing it smarter, and locking in those gains for longer, smoothing out their revenue to avoid the bumpy cyclity that all of memory had previous suffered from. AI Capex spend